Phil Gibson and Lisa Leverington have joined forces to ensure their clients receive the best service possible. They each have extended experience in the financial services industry and they can be confident that a client’s needs are being fully met. Lisa and Phil also have business relationships with outside professionals including mortgage brokers, real estate agents, lawyers and accountants that they are able to refer to as needed. The team’s goal is to provide clients with simplified, transparent and cost-effective advice and peace of mind in knowing their financial affairs are in order. As a team, they provide advice on wealth accumulation, retirement and estate planning as well as planning for children’s education and taxation issues. Lisa is also able to provide for insurance needs that may arise as part of a financial review. Our Team approach and expertise give our clients the service and advice they deserve.

 

 

Phil Gibson

Financial Advisor

Phil has been assisting clients in reaching their financial goals for over 20 years. Phil was born and raised in Southern Ontario and has lived in Victoria since 1990. In his time off, he enjoys spend...
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services
 

Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.